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Marsh & McLennan
MMC

Overview Fund Activity

969 hedge funds and large institutions have $52.2B invested in Marsh & McLennan in 2020 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 365 increasing their positions, 316 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
+37
Holders Change %
+3.97%
% of All Funds
17.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.25%
New
109
Increased
365
Reduced
316
Closed
58
Calls
$35.2M
Puts
$29.1M
Net Calls
+$6.1M
Net Calls Change
-$2.62M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$296M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$199M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$156M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$155M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$627M
2
A
AustralianSuper
Australia
-$228M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$192M
4
NLI
Nippon Life Insurance
Japan
-$173M
5
Bank of America
Bank of America
North Carolina
-$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
751
Inscription Capital
Texas
$237K -$230K -1,960 -49%
IA
752
IFP Advisors
Florida
$237K -$5.03K -43 -2%
WCWM
753
Willow Creek Wealth Management
California
$237K – – –
PA
754
Procyon Advisors
Connecticut
$236K -$11.2K -96 -5%
FF
755
FourThought Financial
Florida
$236K +$236K +2,020 New
Fisher Asset Management
756
Fisher Asset Management
Washington
$235K -$38.9K -333 -14%
SCI
757
S&CO Inc
Massachusetts
$234K – – –
HAIM
758
Hunter Associates Investment Management
Pennsylvania
$234K – – –
S
759
Surevest
California
$234K – – –
FIM
760
Freedom Investment Management
Connecticut
$232K -$18.1K -155 -7%
IEFM
761
IQ EQ Fund Management
Ireland
$232K – – –
NB
762
Nicolet Bankshares
Wisconsin
$232K – – –
CAN
763
Cetera Advisor Networks
California
$232K +$12.4K +106 +6%
TI
764
Tidal Investments
Wisconsin
$231K +$231K +1,972 New
ACA
765
Atlas Capital Advisors
Wyoming
$231K – – –
BDWM
766
Brewin Dolphin Wealth Management
Ireland
$229K -$11.7K -100 -5%
KCM
767
Kathmere Capital Management
Pennsylvania
$229K – – –
MPPW
768
Mitchell & Pahl Private Wealth
Oklahoma
$229K +$229K +1,960 New
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$227K +$7.25K +62 +3%
CFA
770
Carroll Financial Associates
North Carolina
$226K +$117 +1 +0.1%
IWM
771
IHT Wealth Management
Illinois
$226K +$4.44K +38 +2%
PLFAM
772
Pineno Levin & Ford Asset Management
Virginia
$225K – – –
AF
773
Advisornet Financial
Minnesota
$225K +$70.2K +601 +45%
MCM
774
Marathon Capital Management
Maryland
$223K – – –
ABC
775
Associated Banc-Corp
Wisconsin
$222K – – –
29 30
31
32 33